Primary Role: Business Administrator (BA)
Focus: Learn
🧭 Before You Start
This is a reference article intended to support Group setup, editing, and bulk actions.
Use it alongside task-based articles when making changes in the Admin Panel.
🎯Why It Matters
Group fields control site behavior, reporting, and deployment readiness
Group field definitions apply for:
Group Management
Bulk Group Creation
⏱️When to Use This
Reviewing or editing Group settings
Preparing bulk Group uploads
Troubleshooting Group-related issues
📝 Group (Site) Fields
Field | Details / Guidance |
ID | Unique numeric identifier for the Group (Site). Used for bulk actions, user assignment, and reporting. |
Name | Display name for the Group (Site) shown to users across ANVL. |
Time Zone | Must be entered in IANA time zone format (for example, America/Chicago). Controls workflow timing, notifications, and reporting cutoffs. Reference: Noda Time – Time Zones. |
Emergency Name | Emergency contact name for the site, if configured. |
Emergency Phone | Emergency contact phone number for the site, if configured. |
Tags | Key:value metadata used for reporting and hierarchy. All Groups must include a groupType tag (for example: PROD, UAT,ARCHIVED). |
Assessment Timeout | Time a workflow can remain In Progress before being marked Incomplete. Recommended default: 24 hours. |
Assessment Add Note Timeout (Hours) | Time a user can add notes after completing a workflow. Recommended default: 12 hours. |
Assessment Watch Threshold (Hours) | Time before a user appears as Yellow in the Daily Digest. Recommended default: 24 hours. |
Assessment Warn Threshold (Hours) | Time before a user appears as Red in the Daily Digest. Recommended default: 48 hours. |
Work Item Categories | Categories available for Work Folders in Work-First organizations only. |
Workflow Categories | Required. Categories must exist before workflows can be deployed. |
Updated At | Timestamp of the most recent update to the Group. |
Created At | Timestamp when the Group was created. |
Version | Internal version value used for system tracking. |
Watch Out For…
Missing Workflow Categories will block workflow deployment.
New Groups do not inherit categories or tags from other Groups.
Tags affect reporting and hierarchy but do not control user permissions.
All groups must have a valid groupType tag.
Time Zone values must use valid IANA format.
🔗 Related Articles
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal